IWM

IHT Wealth Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.1M
3
+$13.9M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$13.9M
5
FRI icon
First Trust S&P REIT Index Fund
FRI
+$13.7M

Top Sells

1
+$10.2M
2
+$9.41M
3
+$9.37M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$9.34M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$9.17M

Sector Composition

1 Technology 10.69%
2 Consumer Discretionary 4.97%
3 Financials 3.72%
4 Healthcare 3.46%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$398K 0.03%
13,014
-27,829
502
$398K 0.03%
32,707
503
$397K 0.03%
7,765
-648
504
$396K 0.03%
5,343
-168
505
$396K 0.03%
8,263
+1,136
506
$395K 0.03%
2,586
-131
507
$394K 0.03%
14,797
+5,102
508
$393K 0.03%
2,534
-580
509
$393K 0.03%
4,047
+11
510
$392K 0.03%
1,080
+163
511
$391K 0.03%
3,651
-40
512
$391K 0.03%
48,700
+21,700
513
$391K 0.03%
3,751
-594
514
$391K 0.03%
10,560
-384
515
$389K 0.03%
2,852
-68
516
$388K 0.03%
603
-16
517
$388K 0.03%
21,850
518
$387K 0.03%
21,532
+1,932
519
$387K 0.03%
7,459
-587
520
$384K 0.03%
65
521
$383K 0.03%
8,219
-602
522
$381K 0.03%
+3,673
523
$378K 0.03%
475
+10
524
$378K 0.03%
3,200
+495
525
$377K 0.03%
5,513
19 20
21
22 23